Investment Q&A

Q: I sold out of all my PXT around $30 since it had a nice run but more impotantly the in coming president in Columbia is very anti-oil even though his name is Petro (kind of ironic). I have not been able to find any recent news as to whether the new president is going to follow through an policies that are not extraction industry friendly (Even though they are one of the few bright spots in the world economy in 2022). Is there anything on your radar about PXT and the Columbia geopolitical situation? I like PXT because of its net cash on the balance sheet and that is profitable even with WTI in the mid 40"s but government intervention by Latin American governments can destroy a lot of share holder value. What's your take on PXT?

Q: I have been considering acquiring three of the above companies. I what order would you acquire for a balanced portfolio looking for combination of growth and income.

Q: Do you currently prefer oil companies vs gas companies for growth ? Please give me your choices in your favorite sector.
Many thanks for your advice.
Ian

Q: Hello 5i,

My overall portfolio weighting in energy has grown to 20.49% and I am looking to trim and/or get out of a position in the next few weeks/months.

I currently hold SU 9.62%, TOU 4.74%, PXT 1.11%, KEY 1.07%, ENB 3.95%.

Leaning towards selling my entire position on PXT and some of SU but would appreciate your opinion. I still have a high conviction in the energy sector but I am uncomfortable with my overall weighting in it. Would greatly appreciate your thoughts and how you would rank each stock to each other.

I am also underweight in industrial/healthcare/utilities and looking to purchase a stock in those sectors with whatever i sell in energy. Would appreciate a recommendation in each of those sectors.

Please deduct credits for above as you see fit and thank you again for all that you do.

Q: If you have to choose one of those three names to represent an entry into the O&G sector, which one would be your pick? Thanks.

Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.

Q: Can you please rank your top Canadian Natural Gas plays for overall growth in the next 12 months?

Q: I have very little energy exposure in my registered account.
Is now a good time to add a long-term dividend payer and if so, please suggest 2 for me to consider.
Preferably one that isn't already over-valued and therefore may drop in price should oil return to $50 or $60/ barrel.
Thanks.

Q: Your opinion of their numbers please.

Q: I hold 13% of my non-registered account in energy and utilities, spread across the following stocks, with a focus on long-term income.

Would you suggest any consolidations or removal of any of these positions?

AQN, 9.70% of total, 3% gain
CU, 4.78% of total, 3% gain
ENB, 21.43% of total, 31% gain
EPD, 7.50% of total, 2% gain
FTS, 8.14% of total, 1% gain
KMI, 7.54% of total, 6% gain
PXT, 7.19% of total, 15% gain
SPB, 8.48% of total, 3% loss
TPZ, 4.19% of total, 8% gain
TRP, 4.86% of total, 11% gain
WMB, 4.63% of total, 10% gain
ZWU, 11.55% of total, flat

Thanks as always for your excellent work! Aaron

Q: best chance for growth? 1-4

Thank you so much LORRAINE

Q: which one has the best chance for growth

thank you Lorraine

Q: At present, I own HWX, I was thinking of buying one more energy stock and was looking at either PXT or TVE. What would be your choice and reason why. Also with the big rise in oil, is it too late in the game to make such a purchase. Thanks

Q: Dear 5i
Which of TVE or PXT has the highest earnings growth rate over the next 2 years ? Would either one be suitable in a TFSA ?
Thanks
Bill C

Q: Are there any companies in the energy and materials sectors that one could buy and forget?

Thanks.

Q: Assuming the price of oil remains relatively strong for the next 1-2 years, please rank these three companies in terms of their upside potential over that period.

Thanks, Rick

Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks

Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.

Q: Hello, recently Eric Nuttal called PXT a value trap and a chronic underperformer, and he previously owned the company. He also stated that mgmt is giving mixed messaging and needs to increase the div, do a special div, and increase buybacks. On paper I thought PXT was doing everything right. The amount of shares they have bought back and just confirmed again for 2022 is amazing. Yet year after year it doesn't get the valuation increase it deserves. As Eric says "the market does not care about PXT and there are no big buyers", despite of it having the best balance sheet and buybacks in Canadian o&g. Yes its up last year, but considerably lower than its peers, so there is the opportunity cost. My question is, do we often see companies buying back shares, great balance sheet, and doing most things right yet they never receive the valuation they should or is it a case of you need to be patient, maybe even for years to see the market eventually reward it.

Q: Not including ARX or TOU …..what are your top three Canadian energy ideas currently?